Balyasny Asset Management
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Balyasny Asset Management’s Thor Industries THO Stock Holding History

Balyasny Asset Management’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,500
Closed -$385K – 3259
2024
Q3 		$385K Buy
+3,500
New +$356K ﹤0.01% 2374
2024
Q1 		– Sell
-10,100
Closed -$1.19M – 3118
2023
Q4 		$1.19M Buy
+10,100
New +$1.01M ﹤0.01% 1615
2017
Q2 		– Sell
-50,000
Closed -$4.81M – 1739
2017
Q1 		$4.81M Sell
50,000
-56,400
-53% -$5.85M 0.02% 708
2016
Q4 		$10.6M Buy
+106,400
New +$9.6M 0.06% 463

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Balyasny Asset Management's THO Position: Q1 2026 in Review

Balyasny Asset Management reduced its Thor Industries (THO) stake by 63% in Q1 2026, selling an estimated $69M and leaving 404,407 shares worth $32.3M. The position accounts for 0.04% of the portfolio, ranked #501.

Balyasny Asset Management first reported a position in THO in Q2 2015 and has held it in 23 quarters since. The position peaked at $111M in Q4 2025. 416 funds tracked by Wall St. Rank hold THO as of Q1 2026.

  • Balyasny Asset Management held 404,407 shares of Thor Industries worth $32.3M as of Q1 2026.
  • Balyasny Asset Management sold 676,831 Thor Industries shares in Q1 2026, an estimated $69M.
  • Thor Industries made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #501 holding.
  • Balyasny Asset Management first reported a position in Thor Industries in Q2 2015 and has held it in 23 quarters since.
  • Balyasny Asset Management's Thor Industries position peaked at $111M in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.